Immediate Start Relationship Manager-affluent-priority-regional Sales

4 weeks ago

Roorkee UL IN Kotak Mahindra Bank Full time

Relationship Manager-Affluent-Priority-Regional sales Role 1 Develop new and expand existing HNI Customer relationships for Priority Business by in-depth profiling of the client to identify opportunities and matching these opportunities to products solutions provided by Kotak Group 2 Generate business across liabilities assets and fee products to sustain and achieve growth in relationship value revenues and client stickiness 3 Formulate and implement the sales plan to acquire new HNI clients and increase the customer base 4 Navigate through adaptive and technical challenges to seamlessly align service delivery and enhance client experience 5 Use investment expertise to conduct client portfolio reviews and showcase products as per clients requirements Ensure client contactability at all times though regular connect with them in weekly monthly calls 6 Resolve client queries for the managed book within the specified TAT 7 Plan and conduct special sales initiatives and events for prospective and existing clients Endure adherence to all bank and regulatory processes at all times Job Requirement 1 Aptitude to deliver high quality customer service by using organization and interpersonal skills 2 Decision making skills with strong sense of ownership 3 Ability to work under pressure 4 Experience in building and maintaining HNI customer relationships

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